See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,607 | $165,335-91.2% | $149,696-90.2% | $158,922-90.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 245.53% | 348.15%-102.6pp | 276.60%-31.1pp | 302.83%-57.3pp |
| Employer contribution / active EE | $2,303 | $5,103-54.9% | $4,644-50.4% | $4,761-51.6% |
| Participant deferral / active EE | $8,990 | $7,181+25.2% | $6,842+31.4% | $5,982+50.3% |
| Admin fee / account holder | $36 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |